John Peterson
Charleston,SC
Summary
Knowledgeable loan officer with solid foundation in residential lending and proven track record of facilitating successful loan applications of $400,000,000+. Demonstrated ability to guide clients through complex financial processes while ensuring compliance and accuracy. Expertly exhibited communication and problem-solving skills in high-pressure environments.
Overview
8
8
years of professional experience
Work History
Residential Loan Officer/Loan Officer Assistant
Citizens Bank, N.A.
Charleston, SC
01.2019 - Current
- Developed strategic partnerships with realtors to enhance client engagement and drive business growth. Oversaw the optimization of a $400,000,000+ pipeline in residential mortgage transactions.
- Executed targeted marketing strategies utilizing advanced tools to enhance outreach to current and potential clients.
- Developed tailored loan solutions, addressing unique client needs while adhering to regulatory standards.
- Expedited the loan application process for improved customer satisfaction through effective communication and organization.
Business Development Representative
Salsa Labs, Inc.
Pittsburgh, PA
01.2018 - 01.2019
- Collaborated with marketing teams to create targeted outreach campaigns.
- Utilized CRM software to track sales activities and client interactions.
- Presented product demonstrations to prospective clients, showcasing features and benefits.
- Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
Education
MBA - Finance
Duquesne University
Pittsburgh, PA05.2018
Skills
- Relationship Building
- Communication
- Problem-solving
- Leadership
- Attention to detail
Timeline
Residential Loan Officer/Loan Officer Assistant
Citizens Bank, N.A.
01.2019 - Current
Business Development Representative
Salsa Labs, Inc.
01.2018 - 01.2019
MBA - Finance
Duquesne University